Morris Financial Concepts, Inc. American Centy ETF Tr Avantis Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 621 shares of AVLV stock, worth $42,842. This represents 0.02% of its overall portfolio holdings.
Number of Shares
621
Previous 621
-0.0%
Holding current value
$42,842
Previous $40,000
2.5%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding AVLV
# of Institutions
322Shares Held
62.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$532 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$136 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$132 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$122 Million0.1% of portfolio
-
Envestnet Asset Management Inc1.75MShares$120 Million0.04% of portfolio